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Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Estimate the future value of your current savings.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much do you need to save each year to meet your long-term financial goals?
Will you be able to afford nursing home care?